Stillwater & St. Paul, Minnesota
Our clients
The people and situations we work with most often.
You’ve saved steadily for years and want it organized and working together.
You’d rather hand off the planning and investing to an expert, and spend your time on what matters most.
An inheritance, employer stock, a legal settlement, or the sale of a business or property.
Planning with a Certified Divorce Financial Analyst®. Planning after divorce
Wealth management and financial planning
Your money touches every part of your life. We’ll help you see the whole picture and build one plan where your income, taxes, investments, and family goals all work together.
How we invest
Low-cost portfolios built around your financial plan, backed by a dedicated investment research team.
Low cost
Every dollar spent on fees is a dollar that isn’t growing for you. Portfolios are built primarily with low-cost index funds and ETFs, and we add actively managed funds only where we believe they’re worth the extra cost.
Our investment team
We build and manage your portfolio, drawing on research from Great Valley Advisor Group’s asset management team, led by Chief Market Strategist Eric Parnell, CFA, who has more than 25 years of investment experience.
Brian works with you directly, alongside our client service team and specialists at Great Valley Advisor Group, our Registered Investment Advisor.
Senior Financial Advisor · CFP®, CDFA®
Brian has worked as a financial advisor for 17 years.
He and his wife are Minnesota natives and University of Minnesota graduates.
Brian and his wife have two kids: a son in sixth grade who loves baseball and football, and a daughter in third grade who competes as a Level 4 gymnast on the team at Flips. Most weekends you’ll find them on the sidelines of a baseball or football game, or in the stands at a gymnastics meet.
In his free time, Brian enjoys hunting and fishing, and he provides leadership guidance to students at the University of Minnesota.
Brian is a CERTIFIED FINANCIAL PLANNER® professional.
Operations Specialist
The Limborg Group
Client Service Specialist
The Limborg Group
Chief Market Strategist
Senior Associate, Business Strategy & Data Analytics
Investment Analyst, Asset Management
Associate, Advisor Success
Working with us
We tend to work best with families who:
We’re fee-only, so we never receive commissions for recommending financial products. Our fee is a percentage of the assets we manage, and the rate goes down as your assets grow. To give you a feel: at $1 million, the annual fee is 0.80%, and it steps down further from there. Our complete fee schedule is available on request.
Where your money is held, who oversees our work, and how we protect your information.
Client assets are held at national custodians such as Charles Schwab and Fidelity.
Great Valley Advisor Group, our Registered Investment Advisor, supports our office with independent oversight, compliance, audits, and home-office resources.
Separate from Great Valley, we partner with an independent technology firm for enterprise-grade tech support and cybersecurity to help protect client information.
We regularly meet with clients from Chisago City to Hastings, and from Roseville to Hudson and New Richmond, at one of our two offices, in your home, or over coffee. Clients who live farther away have two easy options: meet with us by video, or drive into the area outlined on the map and meet us at a coffee shop or our office. We work with clients throughout Minnesota and western Wisconsin, and in many other states where we’re licensed, including Arizona and Florida. Both our St. Paul and Stillwater locations are registered branch offices.
Many clients prefer that we come to them. We’re glad to meet at your kitchen table or a local coffee shop.
962 Inwood Ave N
Oakdale, MN 55128
Our Stillwater location is a registered branch office. It’s private and available to clients by invitation only.
Video meetings work well for clients who travel, spend winters away, or move out of state. We’re licensed in many states beyond Minnesota and Wisconsin, including popular retirement destinations like Arizona and Florida, so we can keep working together wherever life takes you.